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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $42,794 |
N.A. FALCONE & ASSOCIATES, INC.10+ years Service code 13 711 NORTH YORK ROAD, SUITE 200 · WILLOW GROVE, PA 19020 | Contract Administrator | $11,036 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,148 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,571 | $82,972-8.9% | $103,374-26.9% | $77,671-2.7% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 15.86% | 19.14%-3.3pp | 24.89%-9.0pp | 31.21%-15.3pp |
| Employer contribution / active EE | $4,269 | $3,554+20.1% | $3,869+10.3% | $2,726+56.6% |
| Participant deferral / active EE | $4,595 | $4,108+11.8% | $5,058-9.1% | $4,648-1.1% |
| Admin fee / account holder | $129 | $639-79.8% | $8,394-98.5% | $430-70.0% |